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Today, in a business world where digital is king, secure client management is not a luxury, it's a must. From law firms and consulting companies to financial services firms and he...
Modern software applications depend on communication between clients and servers. Every time a browser loads a webpage, a mobile application retrieves a user’s account information,...
As clients increasingly expect the sophistication that artificial intelligence makes possible, law firms can use the proposal to adopt a client service mindset that delivers practi...
Advisors are uniquely situated to have these discussions.
A secure client portal is a protected channel where a law firm and its clients share messages, documents, and case updates inside an encrypted system, instead of over ordinary emai...
I remember working with a client called Medici on their sales process. They were managing everything through a Google Sheets spreadsheet. When I dug into how leads were flowing thr...
Clients stay with counsel not simply because their lawyers follow the rules, but because they feel safe, respected and heard, making trust essential to business development, especi...
Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.
Healthcare organizations routinely handle extremely sensitive personal data – including patient records, diagnostic histories, financial details, and personal identifiers. This has...
Industry consultants recommend steps RIAs in Schwab's referral network can take if they're worried about competition for clients.
A secure client portal is a protected channel where a law firm and its clients share messages, documents, and case updates inside an encrypted system, instead of over ordinary emai...
Zywave survey finds trusted-advisor expectations at a new high - but most agencies still have no written AI policy
Ask ten partners in the same firm to describe their approach to client service and you will likely hear ten different answers. One partner will insist on quarterly check-ins. Anoth...
Clients rarely replace trusted advisors because someone makes a bigger promise. Instead, they gradually become convinced that another relationship may create greater value.
Advisors say clients pay little attention to the assistant and plenty to what follows
Building client trust is a top priority for an advisor. But when advisors spot potential mental health struggles in clients, what should they do?
While clients are warming to law firms’ use of their data to improve service delivery, many still have reservations about privacy and competition.
The number of employees considering existing adland has rocketed. Are clients putting to much pressure on their agencies?
Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
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